| Ironwood Financial, llc | 14,000 | $8.89 萬 | 0.02% | +14,000 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 13,537 | $8.60 萬 | 0.00% | −22,589−62.5% | 減碼 |
| Compass Ion Advisors, LLC | 12,806 | $8.13 萬 | 0.01% | +12,806 | 新進 |
| Rehmann Capital Advisory Group | 12,751 | $8.10 萬 | 0.01% | +354+2.9% | 加碼 |
| Northern Trust Corp | 12,419 | $7.89 萬 | 0.00% | +12,419 | 新進 |
| First Heartland Consultants, Inc. | 12,219 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 12,096 | $7.68 萬 | 0.02% | 00.0% | 不變 |
| Frontier Asset Management, LLC | 11,741 | $7.46 萬 | 0.02% | +173+1.5% | 加碼 |
| Divergent Planning, LLC | 11,030 | $7.30 萬 | 0.03% | −1,000−8.3% | 減碼 |
| Evanson Asset Management, LLC | 11,418 | $7.25 萬 | 0.01% | 00.0% | 不變 |
| Cooper Financial Group | 11,310 | $7.18 萬 | 0.01% | −400−3.4% | 減碼 |
| Saxony Capital Management, LLC | 11,096 | $7.05 萬 | 0.06% | 00.0% | 不變 |
| Cannon Advisors, Inc. | 10,932 | $7.00 萬 | 0.06% | +10,932 | 新進 |
| Apella Capital, LLC | 10,815 | $6.96 萬 | 0.00% | 00.0% | 不變 |
| Marshall Financial Group LLC | 10,953 | $6.96 萬 | 0.02% | 00.0% | 不變 |
| Valley Financial Group, Inc. | 10,752 | $6.83 萬 | 0.05% | −4,260−28.4% | 減碼 |
| Consolidated Planning Corp | 10,546 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 10,369 | $6.58 萬 | 0.01% | 00.0% | 不變 |
| Quartz Partners, LLC | 10,358 | $6.58 萬 | 0.04% | +10,358 | 新進 |
| Nwam LLC | 10,342 | $6.57 萬 | 0.00% | +10,342 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 10,096 | $6.40 萬 | 0.02% | +45+0.4% | 加碼 |
| Investors Asset Management of Georgia Inc | 10,000 | $6.35 萬 | 0.03% | 00.0% | 不變 |
| Gerber, LLC | 10,000 | $6.35 萬 | 0.05% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 9,760 | $6.25 萬 | 0.01% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 8,918 | $5.66 萬 | 0.01% | +248+2.9% | 加碼 |
| Rosenberg Matthew Hamilton | 8,859 | $5.63 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 8,268 | $5.25 萬 | 0.00% | 00.0% | 不變 |
| Truvestments Capital LLC | 8,127 | $5.16 萬 | 0.01% | +8,127 | 新進 |
| EverSource Wealth Advisors, LLC | 7,773 | $4.94 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 6,609 | $4.30 萬 | 0.01% | +239+3.8% | 加碼 |
| Annapolis Financial Services, LLC | 6,696 | $4.25 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 6,523 | $4.14 萬 | 0.00% | +181+2.9% | 加碼 |
| Farther Finance Advisors, LLC | 6,360 | $4.04 萬 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 5,489 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| Trust Co | 5,073 | $3.22 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 4,892 | $3.11 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 4,703 | $3.00 萬 | 0.02% | +4,703 | 新進 |
| Clearstead Advisors, LLC | 3,987 | $2.53 萬 | 0.00% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 3,663 | $2.33 萬 | 0.01% | 00.0% | 不變 |
| PSI Advisors, LLC | 3,500 | $2.22 萬 | 0.01% | −4,146−54.2% | 減碼 |
| REAP Financial Group, LLC | 2,899 | $1.84 萬 | 0.00% | +50+1.8% | 加碼 |
| Russell Investments Group, Ltd. | 2,872 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,673 | $1.70 萬 | 0.00% | −9−0.3% | 減碼 |
| Raleigh Capital Management Inc. | 2,621 | $1.66 萬 | 0.01% | +72+2.8% | 加碼 |
| Beacon Capital Management, LLC | 2,245 | $1.43 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 2,200 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Mattson Financial Services, LLC | 1,851 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 1,671 | $1.06 萬 | 0.01% | 00.0% | 不變 |
| Darwin Advisors, LLC | 1,657 | $1.05 萬 | 0.00% | +1,657 | 新進 |
| Sound Income Strategies, LLC | 1,581 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 1,468 | $9,821 | 0.00% | +40+2.8% | 加碼 |
| ORG Partners LLC | 1,460 | $9,271 | 0.00% | +1,460 | 新進 |
| Tower Research Capital LLC (TRC) | 1,443 | $9,163 | 0.00% | +1,443 | 新進 |
| Signaturefd, LLC | 1,104 | $7,010 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $6,751 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 1,035 | $6,572 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,027 | $6,541 | 0.00% | −880−46.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 642 | $4,077 | 0.00% | +642 | 新進 |
| Northwest Financial Advisors | 642 | $4,077 | 0.00% | +642 | 新進 |
| Comerica Bank | 346 | $2,198 | 0.00% | +346 | 新進 |
| Concord Wealth Partners | 237 | $1,505 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 98 | $621 | 0.00% | −25,847−99.6% | 減碼 |
| FMR LLC | 2 | $13 | 0.00% | −1−33.3% | 減碼 |
| JPMorgan Chase & Co | 0 | $6 | 0.00% | −1−100.0% | 減碼 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,063,147−100.0% | 清倉 |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −101,456−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −79,570−100.0% | 清倉 |
| Sea Otter Advisors LLC | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −55,095−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −46,605−100.0% | 清倉 |
| Meridian Management Co | 0 | $0 | 0.00% | −27,710−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −23,035−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −22,111−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −19,365−100.0% | 清倉 |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −18,994−100.0% | 清倉 |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −18,258−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −14,196−100.0% | 清倉 |
| Aviso Wealth Management | 0 | $0 | 0.00% | −12,360−100.0% | 清倉 |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −13,449−100.0% | 清倉 |
| Sym Financial Corp | 0 | $0 | 0.00% | −11,940−100.0% | 清倉 |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −11,655−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −7,032−100.0% | 清倉 |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −4,848−100.0% | 清倉 |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −2,378−100.0% | 清倉 |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −1,655−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −30,316−100.0% | 清倉 |
| Levy Wealth Management Group, LLC | – | – | – | – | 本季未申報 |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | 本季未申報 |
| JJJ Advisors Inc. | – | – | – | – | 本季未申報 |
